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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $196,972-100.0% | $182,262-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 17.18% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $18,000 | $5,364+235.6% | $5,046+256.7% | $5,055+256.1% |
| Participant deferral / active EE | $5,080 | $8,643-41.2% | $8,276-38.6% | $6,977-27.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |